Thought leadership
Latest Market Updates
Third Quarter 2025 Investment Commentary
Investors are navigating a demanding environment, where forces are pulling in opposite directions. ...
Government Shutdown
The U.S. government has shut down for the first time since January 2019. Since the modern budget p ...
SBH Small Cap Value Fund Annual Update
The SBH Small Cap Value fund seeks to identify companies that have the potential for significant i ...
iMGP High Income Fund is Now the iMGP Low Duration Income Fund
iMGP High Income Fund is Now the iMGP Low Duration Income Fund
Comments on the Jobs Data
Recent jobs data has led to some recession worries, fueling expectations of additional Fed rate cu ...
FMI Large Cap Fund Annual Update
The FMI Large Cap Fund seeks to buy good businesses at value prices. Some of the characteristics o ...
DoubleLine Total Return Bond Fund Annual Update
The DoubleLine Total Return Bond Fund is the firm’s flagship mutual fund. It is a relatively conse ...
August 2025 Monthly Market Update
Throughout August investors were faced with mixed economic data and a steady stream of political h ...
Active ETFs: U.S. Large Cap
Active ETFs are quickly becoming the investment vehicle of choice given their liquidity, transpare ...
iMGP DBi Managed Futures Strategy ETF Due Diligence Report
Minimizing the fee and expense drag (“fee disintermediation”) allows DBi to deliver net returns to ...
iMGP Small Company Fund Due Diligence Report
Since its launch in July 2020, the iMGP Small Company Fund has evolved from a single-manager, smal ...
Portfolio Update: Manager Changes
In 2015, when we initiated an allocation to managed futures, our goal was to gain exposure to the ...